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Nintendo Is Not the Apple of Video Games
Attach rates, the installed base ceiling, and the PC gaming migration all say what the stock price doesn't: this hardware company does not deserve a…
Jul 22
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Accrued Interest (Simeon M.)
12
5
The Netflix Engagement Panic Is Wrong: Q2-26 Earnings Review
What the NFLX engagement doomers, the FCF headlines, and the price-target cuts all get wrong.
Jul 17
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Accrued Interest (Simeon M.)
26
6
8
The Math Behind the Merger: Why the States’ Case Against PSKY + WBD Is Winnable ($PSKY, $WBD)
The states aren’t arguing politics. They’re arguing about math.
Jul 15
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Accrued Interest (Simeon M.)
10
5
The Release Valve on the CapEx Bill: What Meta’s Compute Plan Actually Signals
A hedge on the biggest infrastructure bet in the company’s history.
Jul 1
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Accrued Interest (Simeon M.)
10
3
Comcast Says the Quiet Part Out Loud
Comcast is spinning off NBCUniversal and Sky — my first take on the biggest TMT breakup in years.
Jun 30
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Accrued Interest (Simeon M.)
19
6
6
Fox + Roku Part 3: The 11x FCF Chokepoint
Part Three of an Accrued Interest Deep Dive on Roku’s Valuation
Jun 26
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Accrued Interest (Simeon M.)
13
4
The Strait of Roku: How Fox Seized Streaming’s Chokepoint Without Firing a Shot
Part Two of an Accrued Interest Deep Dive on Roku’s Monetization Levers
Jun 22
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Accrued Interest (Simeon M.)
10
2
5
Fox + Roku: A Brilliant Pivot from the Cable Bundle to the Living Room
An Accrued Interest First-Reaction Deep Dive on the $22B Fox / Roku Merger
Jun 16
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Accrued Interest (Simeon M.)
23
5
10
The Student Grades the Teacher: Why David Einhorn Is Wrong on Versant (VSNT)
Einhorn’s Sohn thesis treats a melting ice cube like a depreciation schedule. Q1 just showed us the leak — and Kim Kardashian is plugging it.
Jun 10
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Accrued Interest (Simeon M.)
13
12
7
Laying the Digital Tracks: Decoding Alphabet's Watershed Capital Event
$GOOG, $GOOGL
Jun 3
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Accrued Interest (Simeon M.)
12
4
9
The Street Missed the Q1 Signal: Why Meta’s AI Engine is Worth Every Penny
The market panicked yet again over CapEx, but the $META ad machine is accelerating.
Apr 30
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Accrued Interest (Simeon M.)
8
1
4
Spotify ($SPOT) Q1 2026 Earnings: The Audio Illusion Unravels
Why 70% of new users are "empty calories" and the 33x multiple is a dangerous trap.
Apr 28
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Accrued Interest (Simeon M.)
13
1
4
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